Microsoft Corporation shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7M | 13k | 517.96 |
| 2025-06-30 | $5.2M | 10k | 497.43 |
| 2025-03-31 | $5.1M | 14k | 375.39 |
| 2024-12-31 | $3.7M | 8.7k | 421.51 |
| 2024-09-30 | $3.3M | 7.8k | 430.30 |
| 2024-06-30 | $3.4M | 7.7k | 446.95 |
| 2024-03-31 | $1.7M | 4.0k | 420.67 |
| 2023-09-30 | $1.4M | 4.6k | 315.78 |
| 2023-06-30 | $1.4M | 4.1k | 340.57 |
| 2023-03-31 | $1.3M | 4.5k | 288.27 |
| 2022-12-31 | $907k | 3.8k | 239.83 |
| 2022-09-30 | $720k | 3.1k | 232.86 |
| 2022-06-30 | $701k | 2.7k | 256.87 |
| 2022-03-31 | $846k | 2.7k | 308.53 |
| 2021-12-31 | $577k | 1.7k | 336.25 |
| 2021-09-30 | $770k | 2.7k | 281.95 |
| 2021-06-30 | $877k | 3.1k | 286.23 |
| 2021-03-31 | $815k | 3.5k | 235.82 |
| 2020-12-31 | $293k | 1.3k | 222.14 |
More positions owned by Wescott Financial Advisory Group
View all positions for Wescott Financial Advisory Group